ICAPITAL, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 122816). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Katie Ann Umile | CEO/MANAGER/CHIEF COMPLIANCE OFFICER | — |
| Richard C Umile | MEMBER | — |
| Rosemary Umile | MEMBER | — |
| UMILE KATIE ANN | CEO/MANAGER/CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/MANAGER | — |
| WELLER C DAVID | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| UMILE RICHARD C | MEMBER | — |
| SENTNOR RICHARD S | CHIEF FINANCIAL OFFICER | — |
| SHIPMAN JEFFREY PAUL | EXECUTIVE VICE PRESIDENT | — |
| THOMSON KATHARINE | CHIEF OPERATING OFFICER | — |
| UMILE ROSEMARY | MEMBER | — |